CSM vs VUG5YCSMCSMAvsBVUGVUGProShares - Large Cap Core Plus · $510MVanguard Morningstar Growth ETF · $233BReturns · dividends in+21.8%3 years · per year$18,053 · $18,215+22.1%+11.2%5 years · per year$16,970 · $16,326+10.3%Cost and income0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%1.05%
Overlap: CSM, VUG, IJHToday34.9%most shared, CSM and VUGCSMVUGIJHCSM—34.9%0.0%VUG34.9%—0.0%IJH0.0%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
CSM vs VUG5YACSMProShares - Large Cap Core Plus$16,970vsVUGBVanguard Morningstar Growth$16,326$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSMProShares - Large Cap Core PlusReadDesk0.45%1.05%−0.6%+9.5%+11.3%+21.8%+11.2%−9.4%$510M2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ACSMProShares - Large Cap Core PlusReadDesk0.45%1.05%−0.6%+9.5%+11.3%+21.8%+11.2%−9.4%$510M2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−1.2%+12.8%+14.5%+16.3%+6.7%−8.8%$124.0BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: CSM, VUG, IJHToday34.9%most shared, CSM and VUGCSMVUGIJHCSM—34.9%0.0%VUG34.9%—0.0%IJH0.0%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117CSM$105 − $45 = $60VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee